AMD
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 130.0 | P/B | 5.57 |
| EPS (TTM) | 3.90 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 145.6M | 0.5% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 105.9M | n/a | n/a |
| State Street | 74.8M | 0.5% | −0% |
| Geode Capital Management | 39.8M | 0.5% | +6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 37.6M | n/a | n/a |
| Invesco Ltd | 34.2M | n/a | n/a |
Top institutional owners for AMD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 17 | Norrod Forrest Eugene | SELL | 299 | −$152K |
| SEP 14 | Su Lisa T | SELL | 200 | −$103K |
| AUG 27 | Hu Jean X. | SELL | 100 | −$48K |
| AUG 26 | Norrod Forrest Eugene | SELL | 3K | −$1M |
| AUG 13 | Hahn Ava | SELL | 143 | −$68K |
| JUL 17 | Papermaster Mark D | SELL | 6K | −$3M |
0 insider buys, 16 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AMD yet.